Sector Transformation Organizational Assessment Tool

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Page 1

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Introduction

Welcome to the Organizational Capacity Assessment.


This survey is designed to help your team reflect on your organization’s strengths, challenges, and opportunities across ten key areas. Your responses can guide tailored technical assistance (TA), highlight learning opportunities, and help you plan.


Once you complete the survey, you will receive your overall cumulative score on the final page and in your confirmation email. The email will also include a link to a TA Resource Library where you can explore tools, training, and support that match your scores, so that you can choose resources that best fit your needs.


The assessment will take 5-10 minutes to complete. Please answer honestly based on your organization’s current state. All results will be aggregated and will not be tied to individual names.

Organizational Information




Data & Evaluation
This section reviews your organization’s capacity to collect, analyze, and apply data for continuous learning, program improvement, impact measurement, and informed decision-making.

For each of the following statements, please select how much they reflect your organization's current practices:





Page 2

Effective Leadership
This section evaluates how leadership models are practiced within your organization, the extent to which leadership is responsive to staff and community feedback, and how decisions align with the mission and vision.

For each of the following statements, please select how much they reflect your organization's current practices:







Page 3

Financial Health & Planning
This section examines your organization’s ability to secure and diversify funding, maintain financial stability, and apply strong fiscal management practices for long-term planning.

For each of the following statements, please select how much they reflect your organization's current practices:








Page 4

Internal Culture
This section explores the organization’s workplace culture, including staff morale, communication, inclusivity, and the extent to which the environment supports collaboration and accountability.

For the following statement, please select how much it reflects your organization's current practices:

Direct Services (if applicable)







Page 5

Organizational Structure
This section assesses how roles, responsibilities, and decision-making processes are organized, and whether structures are aligned with your organization’s mission and operations.

For each of the following statements, please select how much they reflect your organization's current practices:






Page 6

Partnerships & Sector Collaboration
This section examines your organization’s ability to develop, sustain, and leverage partnerships with other organizations, networks, and sectors to advance shared goals and expand impact.

For each of the following statements, please select how much they reflect your organization's current practices:









Page 7

Program Sustainability & Adaptability
This section reviews the resilience of your organization’s programs, including the ability to adapt to emerging needs, sustain core offerings, and plan for long-term effectiveness.

For each of the following statements, please select how much they reflect your organization's current practices:






Page 8

Racial Justice Integration
This section evaluates the extent to which your organization integrates racial justice principles into its policies, practices, leadership, and programming.

For each of the following statements, please select how much they reflect your organization's current practices:












For each of the following statements, please select the response that best reflects your organization's current practices:

Page 9

Staff Capacity & Workflow
This section assesses how staff roles, workload distribution, supervision structures, and operational systems align with both organizational capacity and community needs.

For each of the following statements, please select how much they reflect your organization's current practices:









Page 10

Strategic Planning
This section reviews your organization’s approach to setting goals, aligning strategy with mission and vision, and ensuring that planning processes are actionable and widely understood.

For the following statement, please select how much it reflects your organization's current practices:




Closing
Thank you for taking the time to reflect and share your insights. Your scores for each domain are meant to help you see where your strengths shine and where you may want to focus more attention.

At the bottom of this page, you will see your overall cumulative score. This score, along with your domain-level averages, will also be sent to you in a confirmation email. The email will include a link to our TA Resource Library, where you can explore support, training, and tools that match your scores and priorities.

This process is about understanding where you are now so you can make informed choices about where to go next. We look forward to supporting you in continuing to build your organization’s impact and capacity.
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